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Portfolio (Quarterly) Guide ↗

COLDSTREAM CAPITAL MANAGEMENT INC

· CIK 0001082339
13F Portfolio $8.0B AUM 1,386 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 131 New 382 Added 609 Reduced 104 Exited
Page 5 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC Communication Services 388,815.0 $8.0M 0.10% -17K -4.2% $20.70 +24.1%
82 MCD MCDONALDS CORP Consumer Cyclical 29,698.0 $8.0M 0.10% -3K -9.5% $270.31 +0.8%
83 NEE NEXTERA ENERGY INC Utilities 86,596.0 $7.6M 0.10% -8K -8.7% $87.77 -4.2%
84 DIS DISNEY WALT CO Communication Services 74,275.0 $7.2M 0.09% -5K -6.7% $96.29 +14.9%
85 AMGN AMGEN INC Healthcare 19,733.0 $7.1M 0.09% -2K -9.1% $362.13 +22.6%
86 AXP AMERICAN EXPRESS CO Financial Services 20,682.0 $7.0M 0.09% -1K -5.1% $338.25 -0.3%
87 AFL AFLAC INC Financial Services 59,662.0 $7.0M 0.09% -790.0 -1.3% $117.25 +0.8%
88 PSX PHILLIPS 66 Energy 40,911.0 $6.9M 0.09% -581.0 -1.4% $169.05 +43.1%
89 VNQ VANGUARD INDEX FDS 70,347.0 $6.8M 0.09% -2K -3.0% $96.43 +2.8%
90 XLU SELECT SECTOR SPDR TR 148,827.0 $6.7M 0.08% -11K -6.8% $45.34 -4.7%
91 IWO ISHARES TR 16,709.0 $6.6M 0.08% -128.0 -0.8% $393.95 -2.7%
92 DUK DUKE ENERGY CORP NEW Utilities 51,809.0 $6.6M 0.08% -599.0 -1.1% $126.58 -3.6%
93 MGC VANGUARD WORLD FD 23,476.0 $6.4M 0.08% -5K -17.8% $273.63 +2.1%
94 ASML ASML HLDG NV Technology 3,209.0 $6.4M 0.08% -116.0 -3.5% $1989.65 -12.5%
95 IUSG ISHARES TR 33,601.0 $6.3M 0.08% -1K -3.3% $188.09 +0.2%
96 CRM SALESFORCE INC Technology 40,061.0 $6.3M 0.08% -34K -45.8% $156.76 +33.4%
97 IJK ISHARES TR 52,290.0 $6.1M 0.08% -1K -2.3% $117.50 -2.7%
98 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,334.0 $6.1M 0.08% -2K -20.1% $965.15 -17.7%
99 WDC WESTERN DIGITAL CORP Technology 9,300.0 $5.9M 0.07% -181.0 -1.9% $638.73 -31.8%
100 USB US BANCORP Financial Services 93,828.0 $5.7M 0.07% -23K -19.8% $60.52 +3.1%
Page 5 of 31  ·  609 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.7%
Financial Services 12.8%
Consumer Cyclical 10.7%
Industrials 9.9%
Healthcare 7.3%
Communication Services 5.4%
Consumer Defensive 4.0%
Energy 2.7%
Utilities 1.9%
Real Estate 1.5%